Clearview Wealth Advisors LLC Portfolio Holdings

Clearview Wealth Advisors LLC

  • $130 Million
  • Q4 2024

Clearview Wealth Advisors LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $130 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $12.1M, Schwab Us Aggregate Bond ETF with a value of $11.1M, Capital Group Divid Value ETF with a value of $9.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.19M, and Capital Group Growth ETF Shs C with a value of $7.38M.

Examining the 13F form we can see an increase of $1.55M in the current position value, from $129M to 130M.

Below you can find more details about Clearview Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Million
ETFs: $107 Million
Technology: $5.5 Million
Financial Services: $3.98 Million
Consumer Defensive: $3.24 Million
Industrials: $2.75 Million
Healthcare: $2.49 Million
Energy: $2.21 Million
Consumer Cyclical: $1.59 Million
Other: $1.19 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.1 Million 9.28% of portfolio
544,175
Q4 2024 Added 5.55%
$0
$11.1 Million 8.52% of portfolio
488,707
Q4 2024 Added 107.73%
$0
$9.6 Million 7.38% of portfolio
272,364
Q4 2024 Added 0.9%
$0
$9.19 Million 7.06% of portfolio
133,299
Q4 2024 Reduced 6.7%
$0
$7.38 Million 5.67% of portfolio
198,457
Q4 2024 Added 1.36%
$0
$4.89 Million 3.76% of portfolio
210,878
Q4 2024 Added 205.59%
$0
$3.97 Million 3.05% of portfolio
87,844
Q4 2024 Added 13.23%
$0
$3.87 Million 2.97% of portfolio
156,932
Q4 2024 Added 4.18%
$0
$3.04 Million 2.34% of portfolio
128,587
Q4 2024 Added 207.29%
$0
$2.83 Million 2.18% of portfolio
27,921
Q4 2024 Reduced 4.81%
$0
$2.81 Million 2.16% of portfolio
100,970
Q4 2024 Added 301.71%
$0
$2.8 Million 2.15% of portfolio
151,185
Q4 2024 Added 108.3%
$0
$2.72 Million 2.09% of portfolio
15,261
Q4 2024 Added 1.95%
$0
$2.26 Million 1.74% of portfolio
44,127
Q4 2024 Added 0.92%
$3.3T
$1.96 Million 1.5% of portfolio
4,644
Q4 2024 Reduced 0.79%
$0
$1.78 Million 1.37% of portfolio
3,305
Q4 2024 Reduced 4.56%
$0
$1.73 Million 1.33% of portfolio
17,890
Q4 2024 Reduced 3.07%
$0
$1.7 Million 1.31% of portfolio
32,389
Q4 2024 Added 99.45%
$0
$1.65 Million 1.27% of portfolio
32,590
Q4 2024 New
$0
$1.56 Million 1.19% of portfolio
12,072
Q4 2024 Added 0.68%
$305B
$1.55 Million 1.19% of portfolio
10,719
Q4 2024 Reduced 0.42%
$0
$1.47 Million 1.13% of portfolio
44,345
Q4 2024 Added 5.23%
$0
$1.43 Million 1.1% of portfolio
52,321
Q4 2024 Added 144.64%
$3.85T
$1.4 Million 1.07% of portfolio
5,579
Q4 2024 Reduced 0.39%
$0
$1.36 Million 1.05% of portfolio
7,125
Q4 2024 Added 2.28%
$0
$1.36 Million 1.04% of portfolio
56,507
Q4 2024 Added 120.51%
$0
$1.21 Million 0.93% of portfolio
57,624
Q4 2024 Added 0.4%
$427B
$1.01 Million 0.77% of portfolio
1,098
Q3 2024 Added 0.09%
$0
$980,000 0.75% of portfolio
9,351
Q4 2024 Reduced 4.9%
$0
$963,000 0.74% of portfolio
6,037
Q4 2024 Reduced 10.46%
$782B
$924,000 0.71% of portfolio
3,856
Q4 2024 Reduced 0.82%
$308B
$907,000 0.7% of portfolio
6,756
Q4 2024 Reduced 3.94%
$265B
$878,000 0.67% of portfolio
9,723
Q4 2024 Reduced 1.16%
$0
$835,000 0.64% of portfolio
15,062
Q4 2024 Added 45.09%
$0
$816,000 0.63% of portfolio
31,568
Q4 2024 Added 102.26%
$0
$805,000 0.62% of portfolio
1,369
Q4 2024 Reduced 3.39%
$0
$710,000 0.55% of portfolio
8,131
Q4 2024 Reduced 10.51%
$310B
$707,000 0.54% of portfolio
3,984
Q4 2024 Reduced 0.85%
$2.42T
$671,000 0.52% of portfolio
3,061
Q4 2024 Added 3.38%
$103B
$683,000 0.52% of portfolio
4,140
Q4 2024 New
$375B
$590,000 0.45% of portfolio
13,441
Q4 2024 Reduced 0.97%
$0
$576,000 0.44% of portfolio
16,787
Q4 2024 Added 4.43%
$0
$530,000 0.41% of portfolio
19,911
Q4 2024 Added 2.23%
$119B
$537,000 0.41% of portfolio
1,106
Q4 2024 Reduced 1.25%
$245B
$527,000 0.4% of portfolio
8,910
Q4 2024 Reduced 0.75%
$213B
$512,000 0.39% of portfolio
1,768
Q4 2024 Reduced 0.67%
$193B
$492,000 0.38% of portfolio
3,209
Q4 2024 Reduced 0.86%
$395B
$493,000 0.38% of portfolio
3,411
Q4 2024 Reduced 6.19%
$32.6B
$487,000 0.37% of portfolio
4,173
Q4 2024 Reduced 0.93%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $130 Million
  • Prior Value $129 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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